AFA
APPF icon

Arlington Financial Advisors’s AppFolio APPF Stock Holding History

Arlington Financial Advisors’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-952
Closed -$221K – 96
2025
Q4 		$221K Hold
952
– – 0.03% 100
2025
Q3 		$262K Hold
952
– – 0.04% 97
2025
Q2 		$219K Hold
952
– – 0.04% 81
2025
Q1 		$209K Hold
952
– – 0.04% 107
2024
Q4 		$235K Hold
952
– – 0.05% 86
2024
Q3 		$224K Sell
952
-2,500
-72% -$585K 0.05% 70
2024
Q2 		$844K Sell
3,452
-182
-5% -$42.4K 0.19% 47
2024
Q1 		$897K Hold
3,634
– – 0.2% 47
2023
Q4 		$630K Sell
3,634
-350
-9% -$65.6K 0.19% 57
2023
Q3 		$728K Sell
3,984
-100
-2% -$18.1K 0.26% 46
2023
Q2 		$703K Hold
4,084
– – 0.26% 43
2023
Q1 		$508K Hold
4,084
– – 0.2% 44
2022
Q4 		$430K Buy
+4,084
New +$454K 0.18% 51

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return